Models: Financials & Metrics – Invested Capital
This video will show you how to access the Invested Capital page for a company.
David Trainer, Founder & CEO
David Trainer, Founder & CEO
Models: Financials & Metrics – Income Statement
Walking you through how to access a company's Income Statement.
David Trainer, Founder & CEO
Models: Financials & Metrics – Balance Sheet
Here we will show you how to access the Balance Sheet page for a company
David Trainer, Founder & CEO
How To Avoid the Worst Style Mutual Funds
Picking from the multitude of style mutual funds is a daunting task. In any given style there may be as many as 942 different mutual funds, and there are at least 6,095 mutual funds across all styles.
David Trainer, Founder & CEO
How To Avoid the Worst Sector Mutual Funds
Picking from the multitude of sector mutual funds is a daunting task. In any given sector there are up to 222 different mutual funds. There are at least 618 mutual funds across all sectors.
David Trainer, Founder & CEO
Danger Zone: Small Cap Value Funds/Investors
Over a third of all Small Cap Value stocks earn a Neutral-or-better rating, but 98% of all funds in this style earn a Dangerous-or-worse rating. Fund managers are doing a poor job of allocating to good-quality stocks.
David Trainer, Founder & CEO
Amdocs Offers Great Value
Strong growth opportunities combined with a cheap valuation make DOX one of our Most Attractive Stocks.
David Trainer, Founder & CEO
How To Find the Best Style Mutual Funds
Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from.
David Trainer, Founder & CEO
How To Find the Best Sector Mutual Funds
Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from.
David Trainer, Founder & CEO
How To Avoid the Worst Style ETFs: February 2014
Picking from the multitude of style ETFs is a daunting task. In any given style there may be as many as 48 different ETFs, and there are at least 236 ETFs across all styles.
David Trainer, Founder & CEO
AutoZone: The Best Bet In Automotive Retail
We closed this Long Idea on January 16, 2015. See the associated position close report here.
This year’s unusually cold winter has been a source of frustration for drivers, but
David Trainer, Founder & CEO
How To Avoid the Worst Sector ETFs
Picking from the multitude of sector ETFs is a daunting task. In any given sector there may be as many as 45 different ETFs, and there are at least 183 ETFs across all sectors.
David Trainer, Founder & CEO
New Stocks Make Most Attractive/Dangerous Lists For February
Our Most Attractive stocks have high and rising return on invested capital (ROIC) and low price to economic book value ratios. Most Dangerous stocks have misleading earnings and long growth appreciation periods implied in their market valuations.
David Trainer, Founder & CEO
How To Find the Best Style ETFs: February 2014
Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. February 2014.
David Trainer, Founder & CEO
How To Find the Best Sector ETFs
Finding the best ETFs is an increasingly difficult task in a world with so many to choose from.
David Trainer, Founder & CEO
Danger Zone: Callidus Software (CALD)
Compared to its competitors, CALD has less scale, inferior profitability metrics, and fishy accounting to boot. The stock’s valuation is so high that our DCF model can hardly make sense of it. The stock seems to be trading largely on the hopes of an acquisition.
David Trainer, Founder & CEO
Cheap Funds Dupe Investors – 1Q2014
Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success. 1Q14
David Trainer, Founder & CEO
1Q Best & Worst ETFs and Mutual Funds — By Style — Recap
Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style. This article provides quick access to all our 4Q reports on Style funds.
David Trainer, Founder & CEO
No Progress From Amazon in 2013
Amazon (AMZN: $356/share) filed its annual Form 10-K last week. Our analysts have picked through the financial footnotes and fine print. 2013 results reinforce my bearish thesis from May of 2013 that AMZN’s valuation implies a more unrealistic level of growth and profitability than investors realize.
David Trainer, Founder & CEO